Pettis does scenario analysis on Chinese growth rates.

Pick your poison.
"To read the table, let us start by
assuming, as an example, that we believe the average GDP growth rate over the
ten-year period will be 6%. For China to do a minimal amount of rebalancing that
gets consumption to 50% of GDP and investment to 40% of GDP, we can quickly
figure out what the corresponding growth rates of consumption and investment
must be. Consumption must grow by 9.9% a year and investment must grow by 4.5% a
year to get us there."

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